Information Technology templates

App Integration Documentation

You know that moment when an integration breaks and nobody remembers how it was set up? This template fixes that. You'll...

Employee Onboarding - Pre-Start

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Firewall and Security

If your network doesn't have proper firewall rules, you're basically leaving the front door open. This process walks you...

Internal Support Request

Issue Tracking

Use this blueprint to manage how issues are reported and resolved for your product or app....

Website Content Update Request Workflow

Use this workflow to take a website content update from first request all the way through to live deployment. It keeps e...

Access Review Certification

People change roles, leave projects, and move on - but their system access often doesn't. This process makes sure you're...

AI Acceptable Use Policy

Purpose This policy sets clear rules for using AI tools at work - protecting you, colleagues, and the organization.Scope...

AI Data Governance and Privacy Procedure

Use this procedure to govern and protect data that flows through your AI systems. It walks you through auditing sources,...

AI Employee Training Program

This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...

AI Incident Response and Rollback Procedure

This procedure guides your team through detecting, containing, and resolving AI-related incidents. You'll use it to coor...

AI Integration Testing and Validation

Use this procedure to guide your team through a thorough AI integration testing and validation process. It covers everyt...

AI Prompt Engineering for Teams

A step-by-step process to help your team build, test, and manage prompts that get real results from AI tools. You'll set...

AI Tool Evaluation and Selection Process

Use this process when your team needs to pick the right AI tool for a specific job. It walks you through what to check, ...

AI Vendor Evaluation and Procurement

Use this procedure to guide your team through evaluating and procuring an AI vendor. It covers everything from defining ...

Authorized Device Management

A complete Tallyfy template for managing which devices can access company systems. This covers device authorization requ...

Change Request Form

Want to change something in production? Fill this out first. No rollback plan, no change approval. Period. This is how w...

Claude Desktop Setup for Business Teams

This process walks your team through getting Claude Desktop up and running in a business context. You'll go from a fresh...

Device Troubleshooting

Use this when someone reports a device issue and you need a clear, step-by-step approach to figure out what's wrong and ...

Incident Handling Procedure

Security incidents don't wait for a convenient time - and your response shouldn't wait for someone to remember what to d...

Incident Response Plan

When something goes wrong, you need a plan that actually works. This covers detection through recovery and the lessons l...

Installing From Image

Use this when you need to deploy a system image (ISO, WIM, or ghost image) to a machine. It walks you through mounting, ...

Logins and Passwords

Here's how to safely share and manage your company's system logins and passwords. You'll walk through setting up credent...

Marketing Content Approval Workflow

Type: Content Approval Process Steps: 15 tasks Duration: 5-7 business days Best For: Marketing teams, content agencies, ...

Microsoft Copilot Rollout Procedure

This procedure walks your IT team through everything you need to do to get Microsoft Copilot up and running across your ...

Office Waste Management & Recycling Procedures

Estimated Time: 30 days (ongoing program) Difficulty: Moderate Team Size: 1-3 (Facilities Manager + Sustainability Coord...

Project Change Request Form

Scope creep kills projects. This form makes sure every change is documented, justified, and approved before anyone start...

Remote Access Setup & Security Workflow

Estimated Time: 2-3 days Difficulty: Intermediate Team Size: 3-4 people (IT Security, Manager, Employee) Category: IT Se...

Responsible AI Deployment Checklist

A structured checklist to help your team deploy AI systems responsibly. Covers ethical principles, bias testing, data pr...

Software Change Request Form

Before pushing anything to production, document what you're changing and why. CAB needs this, and so does the person on-...

Team Prompt Library Management

Keep your team's AI prompts organized, reusable, and up to date. This process helps you build a shared library that ever...

WiFi Access Setup and Troubleshooting

Use this template every time you need to connect an employee or guest device to your WiFi network. It covers everything ...